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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
BCM
2326
Bares Capital Management
Texas
$852M -$259M -23% 14.5% 138% 23 60.87% 2.6
IQ EQ Fund Management
2327
IQ EQ Fund Management
Ireland
$850M +$3.04M +0.4% 3.03% 109% 325 14.46% 3.2
Azzad Asset Management
2328
Azzad Asset Management
Virginia
$849M +$331M +64% 3.76% 118% 313 48.24% 2.3
Compass Ion Advisors
2329
Compass Ion Advisors
Pennsylvania
$849M +$6.08M +0.7% 1.48% 75.6% 276 11.23% 1.7
Kohmann Bosshard Financial Services
2330
Kohmann Bosshard Financial Services
Ohio
$848M +$14.6M +2% 0.67% 47% 865 76.76% 2.7
Sentinel Trust
2331
Sentinel Trust
Texas
$848M -$23.3M -3% 1.06% 93.3% 139 10.07% 3.3
Dock Street Asset Management
2332
Dock Street Asset Management
Florida
$847M +$12.7M +2% 6.75% 175% 60 21.67% 4.6
Penn Davis McFarland
2333
Penn Davis McFarland
Texas
$845M -$73.4M -8% 1.3% 100% 82 9.76% 3.7
Monashee Investment Management
2334
Monashee Investment Management
Massachusetts
$845M +$116M +16% 1.07% 460% 65 72.31% 0.4
Rockbridge Investment Management
2335
Rockbridge Investment Management
New York
$845M +$64.7M +8% 0.04% 38.6% 137 8.76% 3.4
Planning Center Inc
2336
Planning Center Inc
Illinois
$845M +$56.6M +7% 1.29% 38.9% 74 10.81% 2
Rock Creek Group
2337
Rock Creek Group
District of Columbia
$844M -$106M -11% 1.16% 37.2% 48 18.75% 2
Arrowpoint Investment Partners
2338
Arrowpoint Investment Partners
Singapore
$843M +$356M +73% 2.56% – 1,285 72.37% 0.1
Parkman Healthcare Partners
2339
Parkman Healthcare Partners
Connecticut
$843M +$92.2M +12% 2.15% 306% 109 34.86% 1.4
Anderson Hoagland & Co
2340
Anderson Hoagland & Co
Missouri
$843M -$129M -13% 0.73% 104% 142 8.45% 3.9
IMA Advisory Services
2341
IMA Advisory Services
Colorado
$843M +$12.6M +2% 1.92% 74.5% 348 53.16% 0.9
Forte Capital
2342
Forte Capital
New York
$843M -$46.5M -5% 4.1% 98.3% 244 9.43% 4.4
Trust Company
2343
Trust Company
Kansas
$842M -$30.6M -4% 0.06% 40.6% 451 9.53% 4.1
Pale Fire Capital SE
2344
Pale Fire Capital SE
Czech Republic
$842M +$401M +91% 23.9% 223% 70 38.57% 0.6
Inspire Investing
2345
Inspire Investing
Idaho
$841M -$52.3M -6% 2.24% 107% 893 18.14% 2.8
Greenland Capital Management
2346
Greenland Capital Management
New York
$841M +$215M +34% 3.49% 210% 464 63.15% 0.4
WNY Asset Management
2347
WNY Asset Management
New York
$841M +$34.3M +4% 0.14% – 236 10.17% 2.5
Savoie Capital
2348
Savoie Capital
Illinois
$839M $0 0% 7.53% – 94 0% 1.1
Glencore
2349
Glencore
Switzerland
$839M +$2.87M +0.3% 0.5% – 3 33.33% 0.3
BPIM
2350
Brant Point Investment Management
New York
$838M +$35.3M +4% 3.87% 169% 161 44.1% 2.5